About your Search

20120926
20121004
Search Results 0 to 1 of about 2
tomorrow morning. we get right to it right now. ubs, steven nicholas, and good to have you on the program, everybody. let's kick it off with you, what are you looking at tomorrow? 30 seconds on the clock. >> well, if you're watching emerging markets, look out for brazil industrial production tomorrow morning at 8:00 a.m. probably mark the 12th straight month of contracting ip, going back to last september. this probably is most importantly for growth but also let's keep in mind policies. in short, we think you're probably going to need a very strong rebound in industrial activity for brazil if it abandons the easy monetary policy or the currency war effort. >> all right. thank you so much. and kevin, you're up, 30 seconds on the clock. what do you want to look at when that opening bell sounds? >> well, the leader has been the u.s. consumer. you have to watch auto sales here in the united states. we're expecting a number of something like 14.4, 14.5 million units at an analyzed rate. we're also going to get data out of china in terms of services data. and i think ultimately the data that's
demand is going to come from. >> all right. steven, one thing we are expecting from these quarterly numbers is a contraction in earnings. they are expected to be negative for the third quarter. i expect it to bounce back in the fourth quarter. wrote are you expecting any big blowups? we saw norfolk southern, caterpillar, these large multinationals that are disappointing. what's on the horizon? >> we are zfdefinitely in a maturing earnings cycle. i think earnings will come in line with expectations that have been reduced dramatically. i think more importantly than the earnings may well be the top line revenue. so analysts are going to get out a microscope, be looking at revenues to see what's happening there. this is going to be a challenging environment. mandy, great point. china's deceleration is very important. it's very real. you're seeing that in commodity complex. i think that revenue line is going to be very, very important. that's probably going to come in soft. >> all right. we'll leave it there. thanks, everybody. appreciate your time tonight. we'll keep watching this marke
Search Results 0 to 1 of about 2